Spdr Series Trust cmn shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Spdr Series Trust cmn (HYMB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Spdr Series Trust cmn
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Quarterly reported holdings in Spdr Series Trust cmn by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $865k | 35k | 24.93 |
| 2025-06-30 | $896k | 36k | 24.78 |
| 2025-03-31 | $309k | 12k | 25.22 |
| 2024-12-31 | $368k | 14k | 25.58 |
| 2024-09-30 | $1.4M | 54k | 25.69 |
| 2024-06-30 | $1.2M | 45k | 25.44 |
| 2024-03-31 | $1.4M | 54k | 25.69 |
| 2023-12-31 | $2.4M | 93k | 25.30 |
| 2023-09-30 | $15M | 632k | 23.82 |
| 2023-06-30 | $16M | 644k | 25.01 |
| 2023-03-31 | $16M | 513k | 31.17 |
| 2022-12-31 | $13M | 260k | 48.97 |
| 2022-09-30 | $14M | 300k | 47.92 |
| 2022-06-30 | $16M | 303k | 51.38 |
| 2022-03-31 | $16M | 283k | 55.15 |
| 2021-12-31 | $17M | 274k | 60.08 |
| 2021-09-30 | $15M | 256k | 59.95 |
| 2021-06-30 | $16M | 257k | 60.82 |
| 2021-03-31 | $14M | 235k | 59.33 |
| 2020-12-31 | $12M | 201k | 58.99 |
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